JAPAN ACTIVISM: Silchester Goes After Shiga Bank
Silchester Int'l Investors has written letters to four regional banks where it holds large stakes. The goal appears to be to urge public debate of...
1k Views
Screen Holdings (7735 JP): Book-To-Bill 1.2x in 3Q
Rebounded from Ukraine war panic, returning focus to orders, sales and profits. B/B Ratio 1.2x in 3Q, backlog at record high. Profit growth should...
355 Views
Screen Holdings (7735 JP): Beat 1H and Raised 2H Guidance
Screen beat 1H guidance and raised 2H guidance. Record SPE orders driven by foundry, logic and other IC capex points to further growth in FY Mar...
260 Views
Asia Shorts: Kuaishou, JD, Geely, Alibaba, Shimizu, Kubota, ASICS, SK Inno, Hynix, Doosan, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
464 Views
Screen Holdings (7735 JP): Aiming at 2nm Process Technology
A Japanese project to develop next-generation semiconductor production technology reminds us that Screen is a key supplier to TSMC and a long-term...
375 Views